Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$332K Sell
2025
Q1
$457K Sell
2024
Q4
$710K Hold
2024
Q3
$967K Hold
2024
Q2
$939K Sell
2024
Q1
$1.41M Hold
2023
Q4
$1.33M Buy
2023
Q3
$1.24M Sell
2023
Q2
$1.46M Hold
2023
Q1
$1.38M Sell
2022
Q4
$1.81M Buy
2022
Q3
$1.04M Sell
2022
Q2
$1.87M Buy
2022
Q1
$2.02M Sell
2021
Q4
$5.06M Buy
2021
Q3
$4.7M Sell
2021
Q2
$5.27M Buy
2021
Q1
$3.8M Hold
2020
Q4
$3.96M Buy
2020
Q3
$3.04M Sell
2020
Q2
$2.77M Sell
2020
Q1
$4.37M Hold
2019
Q4
$4.47M Sell
2019
Q3
$4.04M Sell
2019
Q2
$5.16M Buy